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Selective Wealth Management’s Ameren AEE Stock Holding History

Selective Wealth Management’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,528
Closed -$123K – 139
2022
Q3 		$123K Buy
1,528
+3
+0.2% +$274 0.05% 177
2022
Q2 		$138K Sell
1,525
-300
-16% -$27.8K 0.05% 184
2022
Q1 		$171K Hold
1,825
– – 0.06% 151
2021
Q4 		$162K Sell
1,825
-400
-18% -$34K 0.07% 145
2021
Q3 		$180K Buy
2,225
+500
+29% +$42.7K 0.1% 119
2021
Q2 		$138K Buy
1,725
+725
+73% +$60.7K 0.11% 89
2021
Q1 		$81K Buy
+1,000
New +$74.9K 0.07% 93

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Selective Wealth Management's AEE Position: Q4 2022 in Review

Selective Wealth Management sold out of Ameren (AEE) in Q4 2022, closing a stake of 1,528 shares — an estimated $123K sold.

Selective Wealth Management first reported a position in AEE in Q1 2021 and held it in 7 quarters. The position peaked at $180K in Q3 2021. 680 funds tracked by Wall St. Rank hold AEE as of Q4 2022.

  • Selective Wealth Management reported no remaining Ameren position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,528 Ameren shares in Q4 2022, an estimated $123K.
  • Selective Wealth Management first reported a position in Ameren in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Ameren position peaked at $180K in Q3 2021.
  • 680 funds tracked by Wall St. Rank held Ameren as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.